See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GILMORE JASION MAHLER, LTD1+ years Filed as: JD GILMORE AND CO INC Service code 16 300 W GLENOAKS BLVD STE # 301 · GLENDALE, CA 912022941 | Consulting | $20,138 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,212 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,138 | $45,283-59.9% | $155,790-88.4% | $52,331-65.3% |
| Participation rate | 52.9% | 62.2%-9.3pp | 76.1%-23.2pp | 68.1%-15.2pp |
| Annual return | 0.85% | 1.80%-0.9pp | 71.54%-70.7pp | 4.54%-3.7pp |
| Employer contribution / active EE | $465 | $1,329-65.0% | $3,836-87.9% | $1,882-75.3% |
| Participant deferral / active EE | $1,690 | $2,854-40.8% | $4,797-64.8% | $3,022-44.1% |
| Admin fee / account holder | $113 | $981-88.5% | $7,478-98.5% | $592-80.9% |